Anic Equity¶
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Total return since start: 0.689 %¶
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Equity now: -----------------------------> 51588.7 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48389.64 Kr¶
PnL: ---------------------------------------> -697.93 Kr¶
DD now: ---------------------------------> -0.685 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 11:50:21.142738'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -2.210000 | 3348.000000 | 168.000000 | 5.280000 | 3180.000006 |
| HMS Networks | 2 | 2.570000 | 798.400000 | 125.400000 | 18.630000 | 673.000000 |
| Nordea Bank Abp | 29 | 1.030000 | 3568.160000 | 114.160000 | 3.310000 | 3453.999992 |
| SAAB B | 8 | 1.400000 | 3464.800000 | 87.800000 | 2.600000 | 3377.000000 |
| HEBA B | 70 | 1.700000 | 2719.500000 | 83.500000 | 3.170000 | 2636.000010 |
| Swedbank A | 3 | 2.540000 | 616.500000 | 52.500000 | 9.310000 | 564.000000 |
| Resurs Holding | 22 | 1.370000 | 619.740000 | 45.740000 | 7.970000 | 573.999998 |
| MedCap | 2 | -0.430000 | 461.000000 | 40.000000 | 9.500000 | 421.000000 |
| AcadeMedia | 12 | 0.850000 | 596.400000 | 39.400000 | 7.070000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 1.710000 | 386.400000 | 31.400000 | 8.850000 | 355.000000 |
| Intrum | 4 | 2.340000 | 552.000000 | 25.000000 | 4.740000 | 527.000000 |
| Norva24 Group | 16 | -2.220000 | 563.200000 | 20.200000 | 3.720000 | 543.000000 |
| OEM International B | 7 | 1.030000 | 548.100000 | 20.100000 | 3.810000 | 527.999997 |
| Eastnine | 4 | 0.800000 | 504.800000 | 13.800000 | 2.810000 | 491.000000 |
| Securitas B | 6 | 1.960000 | 583.260000 | 13.260000 | 2.330000 | 570.000000 |
| Coor Service Management Hold. | 8 | 1.050000 | 539.600000 | 7.600000 | 1.430000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.920000 | 567.000000 | 5.000000 | 0.890000 | 562.000005 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.870000 | 249.360000 | 3.360000 | 1.370000 | 246.000000 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Karnov Group | 9 | -0.670000 | 536.400000 | 0.400000 | 0.070000 | 536.000004 |
| Handelsbanken A | 5 | 0.280000 | 545.750000 | -0.250000 | -0.050000 | 546.000000 |
| Corem Property Group B | 59 | 1.470000 | 572.010000 | -4.990000 | -0.860000 | 576.999999 |
| Midsona B | 63 | 0.440000 | 577.710000 | -5.290000 | -0.910000 | 582.999984 |
| Sampo Oyj SDB | 7 | 0.370000 | 3836.000000 | -14.000000 | -0.360000 | 3850.000000 |
| Boozt | 12 | 0.370000 | 1636.800000 | -17.200000 | -1.040000 | 1653.999996 |
| CTEK | 13 | 1.460000 | 507.130000 | -26.870000 | -5.030000 | 533.999999 |
| Fasadgruppen Group | 38 | -1.280000 | 4111.600000 | -29.400000 | -0.710000 | 4140.999992 |
| International Petroleum Corp. | 5 | 0.360000 | 564.500000 | -30.070000 | -5.060000 | 594.565215 |
| Essity B | 2 | -1.030000 | 539.800000 | -34.200000 | -5.960000 | 574.000000 |
| Vivesto | 1368 | -0.490000 | 558.140000 | -54.860000 | -8.950000 | 612.999432 |
| Essity A | 4 | -0.550000 | 1086.000000 | -63.000000 | -5.480000 | 1149.000000 |
| Beijer Electronics Group | 27 | -1.620000 | 2953.800000 | -130.200000 | -4.220000 | 3083.999994 |
| OX2 | 22 | 4.540000 | 1850.200000 | -138.800000 | -6.980000 | 1989.000002 |
| Axfood | 15 | -3.900000 | 3876.000000 | -424.000000 | -9.860000 | 4300.000005 |
| Ovzon | 64 | -0.560000 | 3379.200000 | -616.800000 | -15.440000 | 3996.000000 |
| TOTAL | 48396.260000 | -691.310000 | -0.67199% | 49087.564636 |
Updated:¶
'2023-02-01 11:49:48.805285'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
